As a beneficiary of a family trust am i entitled to an on going accounting of the trust?
Any beneficiary is entitled to an accounting, but usually on an ongoing basis. You can generally request an annual accounting. This is usually...
Roslyn, NY
Elder law Lawyer at Roslyn, NY
Practice Areas: Elder Law, Trusts, Estate Planning
Any beneficiary is entitled to an accounting, but usually on an ongoing basis. You can generally request an annual accounting. This is usually...
I agree with Ruthann. A guardianship is an avenue of last resort. Depending were you live it can be time consuming and expensive; however, if the...
I think you must disclose this. If your sister has dementia, she may not have the legal capacity to sign a receipt and release for the funds. This...
You cannot. This issue demonstrated the divergence of different laws. You are confusing a gift that does not require a gift tax return and an...
This is governed by state law. The IRS must generally honor state law on these issues. Therefore, they probably cannot jump the first two classes...
Generally the attorney for the estate is paid from the estate. In some states the fees can be paid if everyone is in agreement. In other states,...
While agree with most of what was posted, there are 2 important items that need to be stated. While it is true that you cannot disinherit a...